Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $569,615 | $156,398+264.2% | $147,318+286.7% | $138,895+310.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.10% | 78.75%-68.6pp | 70.43%-60.3pp | 145.39%-135.3pp |
| Employer contribution / active EE | $12,416 | $4,853+155.8% | $4,593+170.3% | $4,194+196.0% |
| Participant deferral / active EE | $5,392 | $8,237-34.5% | $7,906-31.8% | $6,396-15.7% |
| Admin fee / account holder | $129,601 | $14,976+765.4% | $13,708+845.5% | $12,562+931.7% |